38. Axxcess Wealth Management

Rank: 38
Location: Carlsbad, CA
Website: www.axxcesswealth.com

ALL ETF Holdings

$6,470,763,788

Total AUM

$2,448,070,862

Total ETF Assets

24,090

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VV: $291,292,002
  2. AGG: $173,120,045
  3. IDEV: $83,291,928
  4. BIL: $82,446,510
  5. VO: $66,945,473
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Total Bond Market
  3. Foreign Large Cap Equities
  4. Government Bonds
  5. Corporate Bonds
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. State Street SPDR
  4. Pacer
  5. JPMorgan


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.axxcesswealth.com 2025 Top 50 ETF Power Users